Connected Planning at its Best
December 29, 2021

Connected Planning at its Best

James Dougan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan

At Aviva we use Anaplan for multiple user cases across FP&A and Asset Management. [The software is used by] Aviva investors to help streamline asset management and enable a collaborative planning experience. Anaplan has [alleviated] a process that used to take up 100+ Microsoft Excel files and [ran a] high risk of errors into one system. Dashboards allow for end-users to see real-time data and manipulate [said] data to serve their needs live in sign-off meetings.
  • Real time data
  • Clear User Experience
  • Agile implement: easy to learn for developers.
  • Anaplan doesn't have a job scheduler. To implement an interface, Anaplan requires other solutions to kick the Anaplan Connect batch.
  • Today()
  • Summaries are difficult with out top item present
  • History
  • Security
  • Real time calculations
  • Efficiency: people have more time to integrate numbers now
  • Accountability
  • Time

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

[Our] asset management. We were able to take a model that was already developed and adjust it to take into account different assets classes. Anaplan was really well suited for this type of use case because a lot of the calculations that were required are already built into Anaplan (IRR etc).

Anaplan Feature Ratings

Long-term financial planning
8
Financial budgeting
10
Forecasting
9
Scenario modeling
8
Financial data consolidation
8
Journal entries and reports
7
Detailed Audit Trails
8
Financial Statement Reporting
8
Personalized dashboards
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
Flat file integration
9
Excel data integration
8
Direct links to 3rd-party data sources
9
Customizable dashboards
8
Publish to PDF
8
Report Versioning
9
Role-Based Security Model
10
Responsive Design for Web Access
8
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
8